Heather collaborates with our Data Operations team and supports the Firms’ portfolio management initiatives. Her key duties include the gathering and analysis of financial information for data-driven decisions, including; daily file processing of transactions and reconciliation, daily security price updates, account accuracy verification, coordination and review of trade activity, monthly account reconciliation, calculation and client report preparation. Prior to joining Capital Strategies Heather was a Financial Analyst for a distribution company. Heather graduated from Aurora University with a B.A. in Accounting and an Associate degree in Accounting from Joliet Junior College.
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